OFG
VBTX

OTA Financial Group’s Veritex Holdings VBTX Stock Holding History

OTA Financial Group’s Portfolio VBTX Stock Details VBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-22,983
Closed -$491K – 64
2018
Q4 		$491K Buy
+22,983
New +$562K 0.23% 38

Other funds holding VBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PBRA
Pine Brook Road Advisors Bedford, New York $138M AUM 19.16% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

OTA Financial Group's VBTX Position: Q1 2019 in Review

OTA Financial Group sold out of Veritex Holdings (VBTX) in Q1 2019, closing a stake of 22,983 shares — an estimated $491K sold.

OTA Financial Group first reported a position in VBTX in Q4 2018 and held it in 1 quarter. The position peaked at $491K in Q4 2018. 186 funds tracked by Wall St. Rank hold VBTX as of Q1 2019.

  • OTA Financial Group reported no remaining Veritex Holdings position as of Q1 2019 after selling out during the quarter.
  • OTA Financial Group sold 22,983 Veritex Holdings shares in Q1 2019, an estimated $491K.
  • OTA Financial Group first reported a position in Veritex Holdings in Q4 2018 and held it in 1 quarter.
  • OTA Financial Group's Veritex Holdings position peaked at $491K in Q4 2018.
  • 186 funds tracked by Wall St. Rank held Veritex Holdings as of Q1 2019.

Based on OTA Financial Group's 13F filing for Q1 2019, filed 15 Apr 2019.